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Read more about the article The Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Landscape with fork rural roads in forest

The Road Less Traveled: Next Level Secrets for Powerful COI Relationships

  • Post published:May 28, 2024

Robert Frost has a famous poem called ‘The Road Not Taken’ in which he describes a fork in a road in the woods and how one side is clearly more…

Continue ReadingThe Road Less Traveled: Next Level Secrets for Powerful COI Relationships
Read more about the article Are you worth meeting?

Are you worth meeting?

  • Post published:May 23, 2024

Are you worth meeting? An even better question:  Are you worth my introducing you? Those two questions, believe it or not, are the primary reasons why you are, or, are…

Continue ReadingAre you worth meeting?
Read more about the article How to Grow Your Financial Services Business:  Picking From Too Many Good Options

How to Grow Your Financial Services Business: Picking From Too Many Good Options

  • Post published:May 14, 2024

“Everything works…some of the time.” Domenick Swentosky, author of Troutbitten.com and Fly Fishing Guide in State College, PA Dom is a friend and massive mentor to me in the #flyfishing…

Continue ReadingHow to Grow Your Financial Services Business: Picking From Too Many Good Options
Read more about the article Bad Referrals…Almost an Oxymoron
Referral Marketing on the Mechanism of Metal Cogwheels.

Bad Referrals…Almost an Oxymoron

  • Post published:May 9, 2024

Oxymoron:  An oxymoron is a figure of speech that combines two contradictory or opposite terms. It is a phrase that contains words that seem to negate or contradict each other,…

Continue ReadingBad Referrals…Almost an Oxymoron
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